WS #7923
No material new developments in the last 30 minutes. The dominant US-Iran tensions narrative remains stable with no new escalation or de-escalation signals. Target's earnings beat and Morgan Stanley's ETF filings are ongoing positives but unchanged. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Iran reverses ceasefire optimism, oil rises on Hormuz/uranium statements
- Republicans delay Iran withdrawal vote, political risk escalates
- Morgan Stanley files amended S-1 for Ethereum and Solana ETFs
- Ukraine drone strikes hit Russian refineries, halting operations